"What does it take to thrive in the ultra-competitive wealth management world?” Dive into Freestone’s success story with our founder, Gary Furukawa, and president, Erik Morgan, on this episode of The Diamond Podcast for Financial Advisors, recorded earlier this year: https://lnkd.in/ga6V2V4y Important Disclosures: Information about portfolio companies is provided for educational and informational purposes only, does not purport to be a complete list of all investment portfolio companies, and is not intended as an offer or solicitation of securities or investment advice. No representation is made with regards to the performance of any investment portfolio company; in fact, investment portfolio companies may lose some or all of their value.
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Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment? And what if we could apply this perspective not just to how we spend our money, but also to how we use our talents and spend our time as well? Full podcast of transcript of Ep128 of Kitces & Carl (Carl Richards) here: https://bit.ly/48uCNg4
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#Trend following, #CTAs and #ManagedFutures will continue to play an increasingly important role in #multiasset portfolios! In our latest podcast, Neil and I speak to Richard Liddle, CEO at single strategy boutique, Bowmoor Capital. Bowmoor Global Alpha is an exceptional product, worth looking into for anyone interested in the space! “The trend is your friend, until it bends at the end!” 😉 We also find out why cocoa futures are up so much in recent months!! As a reminder: - This is not investment advice, and - Their is no replacement for doing your own research! #leifbridge #wealthmanagement https://lnkd.in/ehFmXk7k
CTAs explained - with Richard Liddle, CEO Bowmoor Capital - Shard Capital
https://shardcapital.com
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2024: A year of surprises? - Shard Capital
https://shardcapital.com
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#Trend following, #CTAs and #ManagedFutures will continue to play an increasingly important role in #multiasset portfolios! In our latest podcast, Neil and I speak to Richard Liddle, CEO at single strategy boutique, Bowmoor Capital. Bowmoor Global Alpha is an exceptional product, worth looking into for anyone interested in the space! “The trend is your friend, until it bends at the end!” 😉 We also find out why cocoa futures are up so much in recent months!! As a reminder: - This is not investment advice, and - Their is no replacement for doing your own research! #leifbridge #wealthmanagement https://lnkd.in/ehFmXk7k
CTAs explained - with Richard Liddle, CEO Bowmoor Capital - Shard Capital
https://shardcapital.com
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